Samuel Lee, Pmp
About Samuel Lee, Pmp
Samuel Lee is a Senior Financial Analyst in Strategic Finance at Surescripts, with a diverse background in financial analysis and project management across various companies. He holds multiple degrees, including a Master of Science in Finance and a Master of Science in Foreign Service.
Current Role at Surescripts
Samuel Lee serves as a Senior Financial Analyst in Strategic Finance at Surescripts, a position he has held since 2022. Based in Arlington, Virginia, he focuses on providing strategic finance for emerging products, including Real-Time Prescription Benefit and Electronic Prior Authorization. His responsibilities include budgeting, forecasting, and advanced data modeling, contributing to the financial strategy of the organization.
Previous Experience in Financial Analysis
Prior to his current role, Samuel Lee worked at several organizations in financial analysis positions. He was a Senior Financial Analyst IV at MRI Software from 2021 to 2022 and held the position of Senior Financial Analyst at Hilton from 2019 to 2020. His experience also includes a role as a Financial Analyst at Northland Controls from 2018 to 2019, where he contributed to corporate financial planning and analysis.
Background in Project Finance
Samuel Lee has extensive experience in project finance, particularly during his tenure at Ericsson. He served as a Senior Project Finance Manager from 2013 to 2015 and as a Project Specialist in the Project Management Office from 2011 to 2013. In these roles, he managed financial operations for significant projects, including overseeing a $600 million portfolio within the AT&T customer unit.
Educational Qualifications
Samuel Lee holds multiple degrees from reputable institutions. He earned a Master of Science in Finance from the Naveen Jindal School of Management at UT Dallas, completing his studies from 2009 to 2011. He also obtained a Bachelor of Science in Business Administration from the same school from 2002 to 2006. Additionally, he studied Foreign Service at Georgetown University, achieving a Master of Science from 2015 to 2017.
Key Contributions and Initiatives
Throughout his career, Samuel Lee has been involved in significant financial initiatives. He established the FP&A function within a global corporate security firm, engaging with executive leadership on various financial strategies. He also developed a business case for Hilton's CEO's investment committee, impacting over 100 hotels in the Middle East. His work has included establishing budgeting and forecasting processes in large organizations.